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Wellness Fund: Transforming Lives Through Strategic Investments

The Wellness Fund led by Allison Putnam and Micah Elconin manages a significant $4.2 trillion portfolio aimed at improving lives and creating wealth by investing in wellness initiatives. By targeting major risk factors such as alcohol, high blood pressure, unhealthy body weight, cholesterol levels, and existing health conditions, the fund seeks to reduce illnesses, increase life satisfaction, and promote better health perceptions. Employees with fewer risk factors cost less in healthcare, reduce turnover, and yield better return on investment. The fund implements surveys, health risk assessments, and incentives to drive participation and positive results. Providing access to data and setting goals at personal, group, and organizational levels, the Wellness Fund emphasizes physical, mental, and emotional well-being. With an industry focus on utilities, manufacturing, transportation, finance, and emergency services, the fund collaborates with diverse sectors to enhance employee health coverage and improve overall well-being. Investors interested in aligning with the fund's mission can explore opportunities in outdoor products, health goods, agriculture, and insurance to support the reduction of primary health issues and promote a healthier, sustainable future.

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Wellness Fund: Transforming Lives Through Strategic Investments

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  1. Improve Lives. Create Wealth. Invest in Wellness. The Well Fund Allison Putnam Micah Elconin

  2. $4.2 trillion $2.3 trillion

  3. Major Risk Factors Alcohol Blood pressure Body weight Cholesterol Existing condition HDL Illness days Life satisfaction Perception of health Physical activity Safety belt usage Smoking Stress More than 15 drinks per week Systolic >139 or Diastolic >89 BMI >27.5 Greater than 239 Heart, cancer, diabetes, stroke Less than 35 More than 5 days/year Partly or not satisfied Fair or poor Less than once per week Anything less than 100% Current smoker High People who are low risk (0-2 risk factors) cost $1397. People who are high risk (>5 risk factors) cost $4279.

  4. Reduced Turnover ROI Healthcare Savings Reduced Absenteeism Improved Productivity

  5. Employees Management • One survey per company • Complete discretion • Open ended questions • Statements: React on a scale of 1-5 • Summary: “This is a great place to work” • Randomized presentation • No incentives to answer Trust Camaraderie Pride

  6. Four Pillars of Wellness

  7. Physical Facilities Organization Specific • Top management support • PhD supervision • Certified exercise physiologist • Internal and external support team Leadership Culture • Health risk assessments (HRAs) to identify most at-risk individuals • Access to data • Personal, group, organization goals • Incentives • High participation • Positive reinforcement • Cognitive prioritization of health and whole wellbeing • Physical prioritization • Make the job itself physically safer/healthier • Fitness center on-site • Discounts / membership at off-site facilities • Healthy food options • Cafeteria • Vending machines • Low cost or company subsidized • Ergonomic Workstations • Safety Equipment

  8. Absenteeism • 10.7% - Emergency Services • 10.7% - Healthcare • 8.7% - Utilities • 8.5% - Transportation • 7.7% - Customer Service • 6.4% - Manufacturing • Employee Health Coverage • 83% - Utilities • 74% - Mining, Oil, Gas Extraction • 67% - Manufacturing • 65% - Finance & Insurance • 61% - Educational Services • 61% - Communications • 60% - Wholesale Trade • 58% - Transportation and Warehousing • Industry Focus • Utilities • Manufacturing • Transportation • Finance and Insurance • Emergency Services and Healthcare • Customer Service (Retail, Hospitality, Food Service) • Turnover • 56.4% - Food Service/Accommodation • 52.4% - Leisure/Hospitality • 34.7% - Retail Trade • 28.7% - Construction • 27.8% - Professional & Business Services • 27.4% - Transportation and Utilities Selection Criteria

  9. Fortune 100 vs the Stock Market Performance of S.I.F. Mutual Funds vs Benchmarks Risk and Return

  10. Potential Investors • Companies • Outdoor Products • Health Products • Athletics • Natural Foods • Agriculture • Vitamins/Supplements • Insurance Companies • Foundations • Reduction of primary health issues • Parks and Recreation • Environment • LOHAS consumers

  11. Questions?

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